Creator vs. Viewer Features
|
Feature |
Creator |
Viewer |
|
Create Reports |
✅ |
⛔️ |
|
Create Dashboards |
✅ |
⛔️ |
|
Save Reports / Dashboards |
✅ |
⛔️ |
|
Share Reports / Dashboards |
✅ |
⛔️ |
|
Download Data |
✅ |
✅ |
|
Schedule Reports / Dashboards |
✅ |
✅ |
|
Access ready-to-use Reports / Dashboards |
✅ |
✅ |
Add or Remove Licenses
- Go to Settings > Insights Licensing
- Click the ▾ button next to the appropriate license type (viewer or creator), then select a user from the list
- To remove a user, click the ⅹ next to their name
- Save
View or Request Licenses
- Go to Settings > Insights Licensing
- Next to each license, you'll see how many licenses are being used and available
- [# of licenses being used] / [# of licenses available]
- To request more licenses, click Request more licenses
- A confirmation message will appear stating your CSM will contact you